CEFA is back on the meeting trail with two advisor events for 2019/20 – the Chicago and Florida Advisor Summits. As a CEFA member, you can participate in the Advisor Summits at various levels, including attending an event and displaying your firm’s collateral at no cost. You can maximize your firm’s visibility by participating as a sponsor. Learn more.
Discover what’s next on the CEFA content calendar. From podcasts to webinars, we offer a range of opportunities for collaboration. There are 24 dates in 2019 — be sure to get on the calendar and take advantage of this insightful member benefit.
CEFA’s national Secondary Marketing Program is designed to directly engage advisors and clients with a continuous stream of content and support. Click to learn more about how your firm can benefit from the program.
The findings on a newly released report shows that virtually all advisors rely on web and digital capabilities from product providers and distributors, although many focus mainly on select providers.